See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,034 | $201,272-84.6% | $184,203-83.2% | $145,922-78.7% |
| Participation rate | 77.8% | 87.5%-9.7pp | 86.8%-9.0pp | 80.3%-2.5pp |
| Annual return | 30.38% | 29.00%+1.4pp | 28.81%+1.6pp | 561.29%-530.9pp |
| Employer contribution / active EE | $2,101 | $7,022-70.1% | $6,427-67.3% | $4,660-54.9% |
| Participant deferral / active EE | $2,735 | $9,806-72.1% | $9,131-70.1% | $6,688-59.1% |
| Admin fee / account holder | $945 | $16,364-94.2% | $13,901-93.2% | $13,397-92.9% |